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RM

Robert M. Morgan

Some features on this profile are disabled
CRD#: 2896246
RM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Michael Morgan, CFP®, who also goes by Mike Morgan, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mike Morgan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) STEWARDSHIP ADVISORY GROUP, LLC - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - JACKSONVILLE, FL - SINCE 03/2014 - INVESTMENT RELATED 2.) FLORIDA BAPTIST FOUNDATION - EMPLOYEE-PLANNED GIVING & INVESTMENT ADMINISTRATOR - NON-PROFIT ORGANIZATION - JACKSONVILLE. FL - SINCE 08/2002 - INVESTMENT RELATED 3.) STEWARDSHIP ESTATE PLANNING - REPRESENTATIVE - DBA NAME FOR MARKETING MARKETING PURPOSES ONLY - JACKSONVILLE, FL - SINCE 07/2014 - NOT INVESTMENT RELATED 4.)STEWARDSHIP ADVISORY GROUP HOLDINGS, LLC - AGENT - NON-VARIABLE INSURANCE - JACKSONVILLE, FL - SINCE 04/2017 - INVESTMENT RELATED 5.) STEWARDSHIP ADVISORY GROUP - ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - JACKSONVILLE, FL - SINCE 01/1997 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

March 27, 2013 - January 3, 2023

STEWARDSHIP ADVISORY GROUP, LLC

RIA
CRD#: 165710
CLERMONT, FL
Past

May 24, 2011 - October 3, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
JACKSONVILLE, FL
Past

May 9, 2011 - January 3, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
JACKSONVILLE, FL
Past

August 28, 2006 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
OMAHA, NE
Past

August 9, 2006 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OCOEE, FL
Past

November 3, 1997 - August 9, 2006

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
JACKSONVILLE, FL
Past

November 3, 1997 - August 9, 2006

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

September 3, 1997 - December 4, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/21/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/2/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)
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Contact information

Main Address
17011 S.r. 50 Suite 203, Clermont, FL 34711
Mailing Address
Phone number
(407) 470-1405
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts1,108
AUM (Assets Under Management)$ 261,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710

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